← All themes Data Centers & Digital Infrastructure

Power for AI

Power for AI covers the generators, turbines, transformers, and independent producers being contracted to feed new data center load. Electricity supply, not silicon, is now the binding constraint on capacity growth.

22 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1151	EP Edinburgh Partners Edinburgh, United Kingdom	$0	-$78K	0	–	Closed
1152	Fiduciary Trust Boston, Massachusetts	$0	-$209K	0	–	Closed
1153	FBT First Bank & Trust Brookings, South Dakota	$0	+$333	1	0%	New
1154	FPF FNY Partners Fund New York	$0	-$362K	0	–	Closed
1155	FHAM Folger Hill Asset Management New York	$0	-$1.95M	0	–	Closed
1156	Fuller & Thaler Asset Management San Mateo, California	$0	-$148K	0	–	Closed
1157	GC Gilbert & Cook West Des Moines, Iowa	$0	-$374K	0	–	Closed
1158	GA Glenhill Advisors New York	$0	-$38.7M	0	–	Closed
1159	HA Harfst & Associates Sheridan, Wyoming	$0	-$139K	0	–	Closed
1160	HA Heartland Advisors Milwaukee, Wisconsin	$0	-$124K	0	–	Closed
1161	Hermes Investment Management London Uk, United Kingdom	$0	-$10.6M	0	–	Closed
1162	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$0	-$5.68M	0	–	Closed
1163	IR Invictus RG Hamilton, Bermuda	$0	-$104K	0	–	Closed
1164	IIC Ironwood Investment Counsel Scottsdale, Arizona	$0	-$743K	0	–	Closed
1165	JCM Jag Capital Management St Louis, Missouri	$0	-$8.23M	0	–	Closed
1166	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$632K	0	–	Closed
1167	LA Lucus Advisors New York	$0	-$355K	0	–	Closed
1168	Marshall Wace London, United Kingdom	$0	-$3.75M	0	–	Closed
1169	Meag Munich Ergo Munich, Germany	$0	-$7.83M	0	–	Closed
1170	MC Menta Capital San Francisco, California	$0	-$353K	0	–	Closed
1171	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$6.83M	0	–	Closed
1172	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$0	-$16K	0	–	Closed
1173	MLM Mount Lucas Management Newtown, Pennsylvania	$0	-$369K	0	–	Closed
1174	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$15K	0	–	Closed
1175	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$249K	0	–	Closed